Client View of Payroll Finalized Documents

access level payroll advisor (full access), customer support (view only) module customer experience the payroll finalized email is automatically generated and sent to customers once their payroll and workers' comp for a specific pay date have been successfully processed this email summarizes the payroll processing status and includes links to download key payroll documents email content the email includes the following sections a confirmation message indicating successful payroll processing pay date information (e g , tuesday, may 6th) a list of downloadable documents payroll invoice employee checks check registry report timesheet recap (if applicable) direct deposit summary (if applicable) the email also includes a " view payroll reports " button that redirects to the payroll reports download page example email payroll reports download page when the client selects the " view payroll reports " button in the email, they are redirected to a page where they can download their payroll reports this page includes company name check date download buttons for each payroll document payroll invoice, employee checks, check registry report, direct deposit summary contact information for payroll support, including phone and email desktop and mobile views the layout of the payroll reports download page adjusts based on the client's device desktop view documents are displayed in a horizontal layout with download buttons mobile view documents are stacked vertically, each with a download button ⚠️ warning clients may see "view" instead of "download" for the documents button example download page desktop view example download page mobile view troubleshooting for payroll advisors safari browser issue the payroll reports open in a new browser window as a pop up ensure that pop ups are enabled in safari settings if the client cannot see the pop up, advise them to check the safari settings under 'settings > safari > block pop ups' and disable the block chrome browser issue chrome automatically initiates a document download rather than opening it in a new window advise the client to check their downloads folder for the files or to look for a download bar at the bottom of the browser mobile device issues instruct clients to scroll through the document list, as mobile view presents documents in a vertical stack if files do not download, advise the client to check their storage permissions for the browser app for the client ⚠️ warning do not share this link with the clients you can share this information with clients to guide them through accessing and downloading their payroll reports, by copying and pasting this information or downloading the gifs the steps may vary depending on the clients devices and settings how to view and download payroll reports open the payroll finalized email locate the email with the subject indicating that your payroll is ready click the 'view payroll reports' button this will open a new window with your payroll reports download your payroll documents on desktop the reports will be displayed in a horizontal layout with download buttons for each document (payroll invoice, employee checks, check registry report, direct deposit summary) on mobile the reports will be presented in a vertical list with download buttons for each document browser specific tips safari the payroll reports will open in a new window if nothing appears, ensure that pop ups are enabled under 'settings > safari > block pop ups' chrome documents will automatically download to your device check the downloads folder if you do not see the files right away for further assistance or if you encounter issues accessing the reports, contact payroll support by submitting an it help ticket video examples mobile example browser example next steps for related documentation payroll finalized email templates view all email variations notifications tab manage customer communications billing tab process payments before finalization 📚 quick reference need help with terminology? check our januscrm glossary & acronym index for definitions of all terms used in this documentation questions about permissions? review the user roles & permissions matrix to understand access levels